Beta Wealth Group, Inc.'s ownership history for KO

Beta Wealth Group, Inc. currently holds 7.6K shares with a market value of $532.8K. It started holding KO on 2025-03-31. At its peak, it held 7.9K shares on 2025-06-30. Its highest holding value was $560.1K on 2025-06-30. At its lowest, it held 7.6K shares on 2025-12-31, with a value of $518.3K on 2025-09-30. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 295.